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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 9/10

vs
industry
vs
history
Cash-to-Debt No Debt
WHG's Cash-to-Debt is ranked higher than
99% of the 973 Companies
in the Global Asset Management industry.

( Industry Median: 85.28 vs. WHG: No Debt )
Ranked among companies with meaningful Cash-to-Debt only.
WHG' s Cash-to-Debt Range Over the Past 10 Years
Min: No Debt  Med: No Debt Max: No Debt
Current: No Debt
Equity-to-Asset 0.86
WHG's Equity-to-Asset is ranked higher than
63% of the 841 Companies
in the Global Asset Management industry.

( Industry Median: 0.76 vs. WHG: 0.86 )
Ranked among companies with meaningful Equity-to-Asset only.
WHG' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.68  Med: 0.83 Max: 0.89
Current: 0.86
0.68
0.89
Interest Coverage No Debt
WHG's Interest Coverage is ranked higher than
99% of the 762 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WHG: No Debt )
Ranked among companies with meaningful Interest Coverage only.
WHG' s Interest Coverage Range Over the Past 10 Years
Min: No Debt  Med: No Debt Max: No Debt
Current: No Debt
Piotroski F-Score: 4
Altman Z-Score: 10.25
Beneish M-Score: -2.56
WACC vs ROIC
14.04%
45.93%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating Margin % 29.08
WHG's Operating Margin % is ranked higher than
51% of the 690 Companies
in the Global Asset Management industry.

( Industry Median: 26.45 vs. WHG: 29.08 )
Ranked among companies with meaningful Operating Margin % only.
WHG' s Operating Margin % Range Over the Past 10 Years
Min: 25.33  Med: 31.37 Max: 37.12
Current: 29.08
25.33
37.12
Net Margin % 18.63
WHG's Net Margin % is ranked lower than
58% of the 852 Companies
in the Global Asset Management industry.

( Industry Median: 26.39 vs. WHG: 18.63 )
Ranked among companies with meaningful Net Margin % only.
WHG' s Net Margin % Range Over the Past 10 Years
Min: 14.94  Med: 19.91 Max: 24.06
Current: 18.63
14.94
24.06
ROE % 15.27
WHG's ROE % is ranked higher than
77% of the 959 Companies
in the Global Asset Management industry.

( Industry Median: 6.19 vs. WHG: 15.27 )
Ranked among companies with meaningful ROE % only.
WHG' s ROE % Range Over the Past 10 Years
Min: 13.22  Med: 21.25 Max: 30.95
Current: 15.27
13.22
30.95
ROA % 12.95
WHG's ROA % is ranked higher than
84% of the 978 Companies
in the Global Asset Management industry.

( Industry Median: 3.04 vs. WHG: 12.95 )
Ranked among companies with meaningful ROA % only.
WHG' s ROA % Range Over the Past 10 Years
Min: 10.74  Med: 16.83 Max: 23.46
Current: 12.95
10.74
23.46
ROC (Joel Greenblatt) % 482.18
WHG's ROC (Joel Greenblatt) % is ranked higher than
72% of the 658 Companies
in the Global Asset Management industry.

( Industry Median: 66.11 vs. WHG: 482.18 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
WHG' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 482.18  Med: 1101.76 Max: 3835.71
Current: 482.18
482.18
3835.71
3-Year Revenue Growth Rate 3.60
WHG's 3-Year Revenue Growth Rate is ranked higher than
51% of the 703 Companies
in the Global Asset Management industry.

( Industry Median: 3.10 vs. WHG: 3.60 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
WHG' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -0.3  Med: 11.6 Max: 21.8
Current: 3.6
-0.3
21.8
3-Year EBITDA Growth Rate -6.90
WHG's 3-Year EBITDA Growth Rate is ranked lower than
67% of the 507 Companies
in the Global Asset Management industry.

( Industry Median: 5.80 vs. WHG: -6.90 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
WHG' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -11.1  Med: 11.4 Max: 31.4
Current: -6.9
-11.1
31.4
3-Year EPS without NRI Growth Rate -11.60
WHG's 3-Year EPS without NRI Growth Rate is ranked lower than
73% of the 628 Companies
in the Global Asset Management industry.

( Industry Median: 6.40 vs. WHG: -11.60 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
WHG' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -12  Med: 11.3 Max: 43.5
Current: -11.6
-12
43.5
GuruFocus has detected 4 Warning Signs with Westwood Holdings Group Inc WHG.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» WHG's 30-Y Financials

Financials (Next Earnings Date: 2019-02-08 Est.)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q3 2017

WHG Guru Trades in Q3 2017

Jim Simons 259,300 sh (-0.50%)
Chuck Royce 432,690 sh (-0.62%)
Mario Gabelli 618,103 sh (-0.77%)
» More
Q4 2017

WHG Guru Trades in Q4 2017

Jim Simons 262,000 sh (+1.04%)
Chuck Royce 405,650 sh (-6.25%)
Mario Gabelli 556,991 sh (-9.89%)
» More
Q1 2018

WHG Guru Trades in Q1 2018

Jim Simons 342,400 sh (+30.69%)
Chuck Royce 436,800 sh (+7.68%)
Mario Gabelli 556,891 sh (-0.02%)
» More
Q2 2018

WHG Guru Trades in Q2 2018

Jim Simons 411,000 sh (+20.04%)
Mario Gabelli 557,291 sh (+0.07%)
Chuck Royce 429,103 sh (-1.76%)
» More
» Details

Insider Trades

Latest Guru Trades with NYSE:WHG

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

Guru Date Action
Impact Price Range
(Average)*
Change from Average Comment Current Shares
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Asset Management » Asset Management    NAICS: 523930    SIC: 6282
Compare:TSX:SEC, ASX:DJW, TSE:8624, NZSE:FSF, NAS:PFLT, ASX:PNI, XKLS:5053, ASX:HUB, NAS:RILY, TSE:8739, KAR:DAWH, TSX:TF, TSX:CVG, TSX:GCG, JSE:AIL, OHEL:TAALA, SZSE:000416, NAS:PNNT, XPAR:ABCA, OSL:TRE » details
Headquarter Location:USA
Westwood Holdings Group Inc, through its subsidiaries is engaged in managing investment assets & providing services for its clients. It provides investment advisory services to corporate retirement plans, public retirement plans, endowments & foundations.

Westwood Holdings Group Inc, through its subsidiaries is engaged in managing investment assets and providing services for its clients. It provides investment advisory services to corporate retirement plans, public retirement plans, endowments and foundations.

Ratios

vs
industry
vs
history
PE Ratio 14.14
WHG's PE Ratio is ranked lower than
69% of the 723 Companies
in the Global Asset Management industry.

( Industry Median: 14.21 vs. WHG: 14.14 )
Ranked among companies with meaningful PE Ratio only.
WHG' s PE Ratio Range Over the Past 10 Years
Min: 12.56  Med: 21.87 Max: 37.59
Current: 14.14
12.56
37.59
PE Ratio without NRI 14.14
WHG's PE Ratio without NRI is ranked lower than
69% of the 718 Companies
in the Global Asset Management industry.

( Industry Median: 14.25 vs. WHG: 14.14 )
Ranked among companies with meaningful PE Ratio without NRI only.
WHG' s PE Ratio without NRI Range Over the Past 10 Years
Min: 12.56  Med: 21.87 Max: 37.59
Current: 14.14
12.56
37.59
Price-to-Owner-Earnings 47.03
WHG's Price-to-Owner-Earnings is ranked lower than
88% of the 316 Companies
in the Global Asset Management industry.

( Industry Median: 13.08 vs. WHG: 47.03 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
WHG' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 7.35  Med: 20 Max: 69.68
Current: 47.03
7.35
69.68
PB Ratio 2.17
WHG's PB Ratio is ranked lower than
87% of the 949 Companies
in the Global Asset Management industry.

( Industry Median: 1.04 vs. WHG: 2.17 )
Ranked among companies with meaningful PB Ratio only.
WHG' s PB Ratio Range Over the Past 10 Years
Min: 2.16  Med: 4.52 Max: 11.26
Current: 2.17
2.16
11.26
PS Ratio 2.64
WHG's PS Ratio is ranked higher than
57% of the 773 Companies
in the Global Asset Management industry.

( Industry Median: 4.55 vs. WHG: 2.64 )
Ranked among companies with meaningful PS Ratio only.
WHG' s PS Ratio Range Over the Past 10 Years
Min: 2.59  Med: 4.09 Max: 8.23
Current: 2.64
2.59
8.23
Price-to-Free-Cash-Flow 15.32
WHG's Price-to-Free-Cash-Flow is ranked lower than
61% of the 269 Companies
in the Global Asset Management industry.

( Industry Median: 13.02 vs. WHG: 15.32 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
WHG' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 6.2  Med: 16.5 Max: 936.36
Current: 15.32
6.2
936.36
Price-to-Operating-Cash-Flow 14.43
WHG's Price-to-Operating-Cash-Flow is ranked lower than
64% of the 456 Companies
in the Global Asset Management industry.

( Industry Median: 11.64 vs. WHG: 14.43 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
WHG' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 6.09  Med: 15.74 Max: 598.84
Current: 14.43
6.09
598.84
EV-to-EBIT 6.36
WHG's EV-to-EBIT is ranked higher than
50% of the 556 Companies
in the Global Asset Management industry.

( Industry Median: 11.96 vs. WHG: 6.36 )
Ranked among companies with meaningful EV-to-EBIT only.
WHG' s EV-to-EBIT Range Over the Past 10 Years
Min: 6.1  Med: 11.3 Max: 24.6
Current: 6.36
6.1
24.6
EV-to-EBITDA 5.95
WHG's EV-to-EBITDA is ranked higher than
50% of the 567 Companies
in the Global Asset Management industry.

( Industry Median: 11.05 vs. WHG: 5.95 )
Ranked among companies with meaningful EV-to-EBITDA only.
WHG' s EV-to-EBITDA Range Over the Past 10 Years
Min: 5.8  Med: 10.6 Max: 24.2
Current: 5.95
5.8
24.2
EV-to-Revenue 1.85
WHG's EV-to-Revenue is ranked higher than
67% of the 737 Companies
in the Global Asset Management industry.

( Industry Median: 5.44 vs. WHG: 1.85 )
Ranked among companies with meaningful EV-to-Revenue only.
WHG' s EV-to-Revenue Range Over the Past 10 Years
Min: 1.8  Med: 3.3 Max: 8.2
Current: 1.85
1.8
8.2
PEG Ratio 1.80
WHG's PEG Ratio is ranked lower than
75% of the 165 Companies
in the Global Asset Management industry.

( Industry Median: 1.02 vs. WHG: 1.80 )
Ranked among companies with meaningful PEG Ratio only.
WHG' s PEG Ratio Range Over the Past 10 Years
Min: 0.7  Med: 1.41 Max: 37.66
Current: 1.8
0.7
37.66
Shiller PE Ratio 15.40
WHG's Shiller PE Ratio is ranked lower than
64% of the 269 Companies
in the Global Asset Management industry.

( Industry Median: 18.33 vs. WHG: 15.40 )
Ranked among companies with meaningful Shiller PE Ratio only.
WHG' s Shiller PE Ratio Range Over the Past 10 Years
Min: 0.92  Med: 28.23 Max: 41.29
Current: 15.4
0.92
41.29
Current Ratio 5.73
WHG's Current Ratio is ranked higher than
59% of the 750 Companies
in the Global Asset Management industry.

( Industry Median: 3.98 vs. WHG: 5.73 )
Ranked among companies with meaningful Current Ratio only.
WHG' s Current Ratio Range Over the Past 10 Years
Min: 2.62  Med: 5.22 Max: 9.42
Current: 5.73
2.62
9.42
Quick Ratio 5.73
WHG's Quick Ratio is ranked higher than
60% of the 751 Companies
in the Global Asset Management industry.

( Industry Median: 3.62 vs. WHG: 5.73 )
Ranked among companies with meaningful Quick Ratio only.
WHG' s Quick Ratio Range Over the Past 10 Years
Min: 2.62  Med: 5.22 Max: 9.42
Current: 5.73
2.62
9.42
Days Sales Outstanding 55.64
WHG's Days Sales Outstanding is ranked lower than
63% of the 469 Companies
in the Global Asset Management industry.

( Industry Median: 41.14 vs. WHG: 55.64 )
Ranked among companies with meaningful Days Sales Outstanding only.
WHG' s Days Sales Outstanding Range Over the Past 10 Years
Min: 40.82  Med: 54.82 Max: 99.3
Current: 55.64
40.82
99.3

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 6.81
WHG's Dividend Yield % is ranked higher than
54% of the 1130 Companies
in the Global Asset Management industry.

( Industry Median: 7.22 vs. WHG: 6.81 )
Ranked among companies with meaningful Dividend Yield % only.
WHG' s Dividend Yield % Range Over the Past 10 Years
Min: 2.14  Med: 3.6 Max: 6.86
Current: 6.81
2.14
6.86
Dividend Payout Ratio 0.96
WHG's Dividend Payout Ratio is ranked lower than
75% of the 618 Companies
in the Global Asset Management industry.

( Industry Median: 0.56 vs. WHG: 0.96 )
Ranked among companies with meaningful Dividend Payout Ratio only.
WHG' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.53  Med: 0.79 Max: 1.13
Current: 0.96
0.53
1.13
3-Year Dividend Growth Rate 11.80
WHG's 3-Year Dividend Growth Rate is ranked higher than
69% of the 378 Companies
in the Global Asset Management industry.

( Industry Median: 5.20 vs. WHG: 11.80 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
WHG' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 11.8 Max: 104.1
Current: 11.8
0
104.1
Forward Dividend Yield % 7.21
WHG's Forward Dividend Yield % is ranked higher than
51% of the 1041 Companies
in the Global Asset Management industry.

( Industry Median: 4.37 vs. WHG: 7.21 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 11.67
WHG's 5-Year Yield-on-Cost % is ranked higher than
72% of the 1124 Companies
in the Global Asset Management industry.

( Industry Median: 4.60 vs. WHG: 11.67 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
WHG' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.67  Med: 6.18 Max: 11.77
Current: 11.67
3.67
11.77
3-Year Average Share Buyback Ratio -2.30
WHG's 3-Year Average Share Buyback Ratio is ranked lower than
56% of the 587 Companies
in the Global Asset Management industry.

( Industry Median: -1.30 vs. WHG: -2.30 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
WHG' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -6.2  Med: -2.5 Max: -1
Current: -2.3
-6.2
-1

Valuation & Return

vs
industry
vs
history
Price-to-Net-Cash 3.95
WHG's Price-to-Net-Cash is ranked lower than
62% of the 375 Companies
in the Global Asset Management industry.

( Industry Median: 3.82 vs. WHG: 3.95 )
Ranked among companies with meaningful Price-to-Net-Cash only.
WHG' s Price-to-Net-Cash Range Over the Past 10 Years
Min: 3.92  Med: 8.28 Max: 15.44
Current: 3.95
3.92
15.44
Price-to-Net-Current-Asset-Value 3.16
WHG's Price-to-Net-Current-Asset-Value is ranked lower than
62% of the 442 Companies
in the Global Asset Management industry.

( Industry Median: 2.99 vs. WHG: 3.16 )
Ranked among companies with meaningful Price-to-Net-Current-Asset-Value only.
WHG' s Price-to-Net-Current-Asset-Value Range Over the Past 10 Years
Min: 3.14  Med: 6.15 Max: 11
Current: 3.16
3.14
11
Price-to-Tangible-Book 2.80
WHG's Price-to-Tangible-Book is ranked lower than
85% of the 890 Companies
in the Global Asset Management industry.

( Industry Median: 1.07 vs. WHG: 2.80 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
WHG' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 2.78  Med: 5.49 Max: 10.51
Current: 2.8
2.78
10.51
Price-to-Intrinsic-Value-Projected-FCF 0.72
WHG's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
55% of the 315 Companies
in the Global Asset Management industry.

( Industry Median: 1.06 vs. WHG: 0.72 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
WHG' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.71  Med: 1.42 Max: 3.6
Current: 0.72
0.71
3.6
Price-to-Intrinsic-Value-DCF (Earnings Based) 0.97
WHG's Price-to-Intrinsic-Value-DCF (Earnings Based) is ranked lower than
71% of the 24 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. WHG: 0.97 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-DCF (Earnings Based) only.
WHG' s Price-to-Intrinsic-Value-DCF (Earnings Based) Range Over the Past 10 Years
Min: 0.7  Med: 1.09 Max: 2.03
Current: 0.97
0.7
2.03
Price-to-Median-PS-Value 0.64
WHG's Price-to-Median-PS-Value is ranked higher than
60% of the 610 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. WHG: 0.64 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
WHG' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.64  Med: 1.06 Max: 1.81
Current: 0.64
0.64
1.81
Price-to-Graham-Number 1.33
WHG's Price-to-Graham-Number is ranked lower than
79% of the 576 Companies
in the Global Asset Management industry.

( Industry Median: 0.92 vs. WHG: 1.33 )
Ranked among companies with meaningful Price-to-Graham-Number only.
WHG' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.1  Med: 2.34 Max: 4.1
Current: 1.33
0.1
4.1
Earnings Yield (Greenblatt) % 15.70
WHG's Earnings Yield (Greenblatt) % is ranked higher than
67% of the 841 Companies
in the Global Asset Management industry.

( Industry Median: 4.43 vs. WHG: 15.70 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
WHG' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 4.1  Med: 8.9 Max: 16.4
Current: 15.7
4.1
16.4
Forward Rate of Return (Yacktman) % 11.93
WHG's Forward Rate of Return (Yacktman) % is ranked higher than
53% of the 289 Companies
in the Global Asset Management industry.

( Industry Median: 8.62 vs. WHG: 11.93 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
WHG' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -29.7  Med: 20.3 Max: 26.1
Current: 11.93
-29.7
26.1

More Statistics

Revenue (TTM) (Mil) $130.10
EPS (TTM) $ 2.82
Beta1.80
Volatility27.46%
52-Week Range $39.13 - 70.71
Shares Outstanding (Mil)9.02

Piotroski F-Score Details

Piotroski F-Score: 44
Positive ROAY
Positive CFROAY
Higher ROA yoyN
CFROA > ROAN
Lower Leverage yoyY
Higher Current Ratio yoyY
Less Shares Outstanding yoyN
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

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